Quotes, Invoices & Payments – Help for Autopilot by 77Labs

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Getting Started

5

How to add team members and set permissions
How to update your business profile and details
Your first 30 minutes: setup checklist
How to log in to Autopilot (app.77labs.ai)
Welcome to Autopilot: what it can do for your business

Plans, Billing & Credits

5

How to change or cancel your plan
How to top up credits and set auto-recharge
What are credits and what uses them (SMS, calls, email, AI)
How your free trial works
Plans explained: Take Off, Cruise and Megaboost

Phone & SMS

4

How opt-outs work (STOP replies)
How missed-call text-back works
How to forward calls to your mobile
How to get your Autopilot phone number

Email

2

How to connect your business inbox
How to set up your email sending domain

Contacts

3

Tags and custom fields: how to organise your contacts
How to import your existing customer list (CSV)
How to add a contact

Conversations (Inbox)

2

How to use message templates (snippets)
Your inbox: replying by SMS, email and social messages

Pipelines & Opportunities

2

How to move a lead and add its value
How your sales pipeline works

Calendars & Bookings

4

Booking confirmations and reminders
How to share your booking link or add it to your website
How to connect your Google or Outlook calendar
How to set up your booking calendar and availability

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Quotes, Invoices & Payments

Quotes, Invoices & Payments

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